Personal CFO Solutions’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Personal CFO Solutions’s Portfolio FSTA Stock Details FSTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-109,203	Closed	-$4.65M	–	528
2023 Q3	$4.65M	Sell	109,203 -45,798	-30%	-$2.06M	0.92%	19
2023 Q2	$7.04M	Buy	155,001 +43,910	+40%	+$2M	1.43%	13
2023 Q1	$5.02M	Sell	111,091 -2,342	-2%	-$104K	1.04%	18
2022 Q4	$5.08M	Buy	113,433 +2,104	+2%	+$92.4K	1.08%	16
2022 Q3	$4.47M	Sell	111,329 -521	-0.5%	-$23K	1.12%	20
2022 Q2	$4.84M	Buy	+111,850	New	+$5.05M	1.14%	18
2021 Q1	–	Sell	-8,133	Closed	-$331K	–	421
2020 Q4	$331K	Buy	8,133 +1,667	+26%	+$66K	0.08%	221
2020 Q3	$0	Sell	6,466 -321	-5%	-$12.1K	﹤0.01%	211
2020 Q2	$237K	Buy	+6,787	New	+$235K	0.07%	251
2019 Q4	–	Sell	-108,245	Closed	-$3.96M	–	357
2019 Q3	$3.96M	Buy	+108,245	New	+$3.89M	1.58%	7

Other funds holding FSTA

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Personal CFO Solutions's FSTA Position: Q4 2023 in Review

Personal CFO Solutions sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q4 2023, closing a stake of 109,203 shares — an estimated $4.65M sold.

Personal CFO Solutions first reported a position in FSTA in Q3 2019 and held it in 10 quarters. The position peaked at $7.04M in Q2 2023. 163 funds tracked by Wall St. Rank hold FSTA as of Q4 2023.

Personal CFO Solutions reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q4 2023 after selling out during the quarter.
Personal CFO Solutions sold 109,203 Fidelity MSCI Consumer Staples Index ETF shares in Q4 2023, an estimated $4.65M.
Personal CFO Solutions first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2019 and held it in 10 quarters.
Personal CFO Solutions's Fidelity MSCI Consumer Staples Index ETF position peaked at $7.04M in Q2 2023.
163 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q4 2023.

Based on Personal CFO Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.